Micron Sees 'No End' to AI Memory Supply Crunch: CEO Sanjay Mehrotra Says 'Nothing Ever Goes in a Straight Line'
Micron CEO Sanjay Mehrotra said memory supply shows no sign of catching up with AI-driven demand, citing long-term customer deals.
Micron makes memory chips that AI companies need, and right now there's not enough to go around—customers want way more than the company can make. This tells us that AI demand is staying strong and Micron might keep being busy and needed for a while.
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